Sales Advisor Life Insurance | Talent Pool

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

As a Sales Advisor, you will join a dedicated Life Insurance sales team, where you will be responsible for driving outbound sales of protection solutions that help customers secure their financial future and protect their loved ones.

While the core expectation of delivering strong sales performance and an exceptional customer experience remains consistent, your role will focus on engaging customers in meaningful conversations about their protection needs and recommending suitable life insurance solutions.

• Engage customers through outbound channels to discuss their life insurance and protection needs.
• Identify customer circumstances and recommend tailored life, funeral, disability, and income protection solutions.
• Drive sales performance within a structured, target-driven environment.
• Educate customers on product features, benefits, policy terms, and coverage options.
• Deliver a high standard of customer service while adhering to compliance and regulatory requirements.
• Build trusted customer relationships by providing responsible and needs-based insurance advice.

These opportunities are suited to individuals who thrive in a high-performance sales culture, while also recognising the importance of helping customers make informed decisions about their financial protection and long-term security.

• Execute own work in accordance with the organisational values and code of ethics.
• Comply with and adhere to identified governance and compliance standards and escalate problems for investigation and resolution Identify and escalate risk as normal part of work.
• Produce high quality work by adhering to predefined standards and procedures and in accordance with compliance and governance standards.
• Work with enhanced processes and procedures to maintain operational efficiencies.
• Deliver work in an accurate manner to ensure consistent results.
• Draw on knowledge and experience to identify and develop solutions that leads to improved service delivery and quality
• Adhere to quality standards, turnaround times and Company policies and procedures.
• Complete relevant administration, reporting and updating of information accurately and on time.
• Achieve sales targets in line with performance scorecards and achieve an acceptable cost of sales ratio through pipeline managements and sales quality.
• Identify opportunities to increase sales revenue and to grow the organisational client base while containing costs.
• Assist with retaining or signing unbanked customer base with a view to improve and increase profitability.
• Maximize sales by selling packaged financial solutions to clients.
• Maintain specialised knowledge on all FirstRand approved products, application procedure, fulfilment processes and timelines to drive and achieve relevant sales targets.
• Maximise cross-selling opportunities.
• Drive adoption of digital and other self-service options across client base.
• Contribute to teamwork and inclusivity within own team.
• Contribute to cost efficiencies through responsible utilisation of work-related resources.
• Achieve expected financial targets and uphold associated service levels.
• Build and maintain stakeholder relationships.
• Deliver customer service through adherence to quality service standards.

• A minimum of 1 to 3 years of experience in direct sales
• Matric/Grade 12 Nonnegotiable
• Certificate in Banking equivalent to NQF Level 5
• Diploma or Degree would be advantageous
• FAIS compliant, with a valid Date of First Appointment (DOFA), where applicable.
• Experienced in selling long-term insurance products and operating within FAIS regulatory requirements.
• We are looking for a self-starter
• Passionate about sales and performance-driven environments.
• Motivated by targets, incentives, and continuous improvement.
• Comfortable operating in a fast-paced outbound contact centre environment.
• Skilled at building customer trust and identifying protection needs.
• Looking to grow within a specialised life insurance sales environment.
• Passionate about helping customers protect what matters most through appropriate insurance solutions.
   

• Opportunities to network and collaborate
• A challenging working environment
• Opportunities to innovate

• Adaptable and curious
• Analyse complex data sets
• Thrive in a collaborative environment
   

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